VBR vs. VB
Compare and contrast key facts about Vanguard Small-Cap Value ETF (VBR) and Vanguard Small-Cap ETF (VB).
VBR and VB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VBR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Value Index. It was launched on Jan 26, 2004. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004. Both VBR and VB are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBR or VB.
Correlation
The correlation between VBR and VB is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VBR vs. VB - Performance Comparison
Key characteristics
VBR:
0.82
VB:
0.93
VBR:
1.24
VB:
1.36
VBR:
1.15
VB:
1.17
VBR:
1.56
VB:
1.38
VBR:
4.38
VB:
4.99
VBR:
3.10%
VB:
3.19%
VBR:
16.53%
VB:
17.22%
VBR:
-62.01%
VB:
-59.58%
VBR:
-8.71%
VB:
-7.89%
Returns By Period
In the year-to-date period, VBR achieves a 11.89% return, which is significantly lower than VB's 14.06% return. Both investments have delivered pretty close results over the past 10 years, with VBR having a 8.74% annualized return and VB not far ahead at 9.16%.
VBR
11.89%
-4.40%
9.47%
11.97%
9.82%
8.74%
VB
14.06%
-2.58%
11.24%
14.17%
9.30%
9.16%
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VBR vs. VB - Expense Ratio Comparison
VBR has a 0.07% expense ratio, which is higher than VB's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VBR vs. VB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Value ETF (VBR) and Vanguard Small-Cap ETF (VB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
VBR vs. VB - Dividend Comparison
VBR's dividend yield for the trailing twelve months is around 2.01%, more than VB's 1.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBR Vanguard Small-Cap Value ETF | 2.01% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% | 1.87% |
VB Vanguard Small-Cap ETF | 1.37% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% | 1.43% | 1.31% |
Drawdowns
VBR vs. VB - Drawdown Comparison
The maximum VBR drawdown since its inception was -62.01%, roughly equal to the maximum VB drawdown of -59.58%. Use the drawdown chart below to compare losses from any high point for VBR and VB. For additional features, visit the drawdowns tool.
Volatility
VBR vs. VB - Volatility Comparison
The current volatility for Vanguard Small-Cap Value ETF (VBR) is 5.11%, while Vanguard Small-Cap ETF (VB) has a volatility of 5.62%. This indicates that VBR experiences smaller price fluctuations and is considered to be less risky than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.